Leonel Galvez

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Nylife Securities Llc
  Melville, NY
• 06/2020 → Present
  New York Life Insurance Company
  Melville, NY
• 12/2018 → 05/2020
  Unemployed
  Port Washington, NY
• 11/2000 → 12/2018
  Time Warner Inc
  New York, NY
• 08/2022 → Present
  Eagle Strategies Llc
  Melville, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 7111 Fairway Dr., Suite 301, Palm Beach Gardens, FL 33418; Start Date: 12/2023; Role/Title: Independent Contractor; Investment related; 8 hours per month; 8 hours per month during securities trading hours; I will use these additional carriers to supplement my offerings to my clients.][Chamber of Commerce of the Palm Beaches; Chamber of Commerce government affairs committee; 401 N Flagler Dr, West Palm Beach, FL 33401; Start Date 11/2024; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Financial Planning Association of South Florida; Professional organization for financial planners; PO Box 31591 Palm Beach Gardens, FL 33420; Start Date 11/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; director of the membership committee]

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-02

Designations

• Chartered Financial Analyst